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Freestone Grove Partners’s Equifax EFX Stock Holding History

Freestone Grove Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
+85,640
New +$17M 0.11% 243
2025
Q3 		– Sell
-62,472
Closed -$16.2M – 755
2025
Q2 		$16.2M Buy
+62,472
New +$15.9M 0.12% 227
2025
Q1 		– Sell
-6,269
Closed -$1.6M – 645
2024
Q4 		$1.6M Buy
+6,269
New +$1.68M 0.02% 276

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Freestone Grove Partners's EFX Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Equifax (EFX) in Q1 2026: 85,640 shares worth $15.4M. The stake represents 0.11% of the portfolio and ranks #243 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in EFX as recently as Q2 2025.

Freestone Grove Partners first reported a position in EFX in Q4 2024 and has held it in 3 quarters since. The position peaked at $16.2M in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Freestone Grove Partners held 85,640 shares of Equifax worth $15.4M as of Q1 2026.
  • Equifax was a new Freestone Grove Partners position in Q1 2026.
  • Equifax made up 0.11% of Freestone Grove Partners's portfolio in Q1 2026, its #243 holding.
  • Freestone Grove Partners first reported a position in Equifax in Q4 2024 and has held it in 3 quarters since.
  • Freestone Grove Partners's Equifax position peaked at $16.2M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.